NAVIGATING SUCCESSFUL DEAL-MAKING

We work closely with clients to understand their unique needs, then tailor a process that balances key priorities such as value, timing, deal structure, confidentiality, competitive dynamics, legacy and succession, and other considerations.

EXPERIENCE AND EXTENSIVE RELATIONSHIPS

Our background and experience include all facets of business operations, financing, and risk-management.

Our global network of investors, banking partners and industry executives allows us to expedite the process of meeting your financial needs.

UNDERSTANDING WEALTH

Wealth is What You Don’t See: Spending money to show people how much money you have is the fastest way to have less money.

– The Psychology of Money by Morgan Housel

WEALTH MANAGEMENT

More than I want big returns, I want to be financially unbreakable. And if I’m unbreakable I actually think I will get biggest returns because I will be able to stick around long enough for compounding to work wonders.

– The Psychology of Money by Morgan Housel

INSIGHTS & RESOURCES

We are relentless in our quest for knowledge to develop unique insights and resources for our clients.

INSIGHTS & RESOURCES

Confounding compounding: $81.5 billion of Warren Buffett’s $84.5 billion net worth came after his 65th Birthday. Our minds are not built to handle such absurdities.

– The Psychology of Money by Morgan Housel


Sell-Side Advisory

Sell-Side Advisory


In addition to deep investment banking experience, we have entrepreneurial, managerial and ownership experience, providing a “principal” perspective that sets us apart from investment banks that tend to act simply as “agents”. We relate more closely to our client needs and provide more actionable advice.

Private Capital Raises

We advise on the structure and execution of equity and debt capital raising. Using our experience with transactional projects and advising on private issuance, we effectively leverage connections with finance entities.

Market Assessment & Valuations

Our expertise across the financial advisory spectrum gives us the edge when it comes to market assessment. We analyze current value, identify levers for growth and provide recommendations to grow equity value.

External Board of Advisors

We serve as an external board of advisors to help early-stage companies redefine their strategy in accordance with market trends and investor requirements.

Our role includes

Maximizing value

Identifying the most qualified acquirers

Negotiating and structuring the transaction

Tailoring the sales strategy relative to our clients

Valuation modeling

Preparation of Information Memorandum

Fast execution, guaranteed transaction success.

Maintaining complete confidentiality throughout the sale process

Working with Trustworthy Wealth Advisors means you have more than a financial planner. You have a trusted financial partner – for life.

Subscribe to Updates